Purchases and Sales Made in Q1 2025 in Duke Energy Corp (DUK)
This table provides information about the institutional ownership of Duke Energy Corp (DUK) during Q1 2025. The information is specifically focused on institutions that hold shares of Duke Energy CORP.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-4K- 24.91% |
$424K - $488K
|
12.1K
$1.41M
|
|
|
Apr 24, 2025
Q1 2025
|
West End Advisors, LLC
|
SELL
|
- |
-4.02K- 94.98% |
$425K - $490K
|
212
$24.8K
|
|
|
May 12, 2025
Q1 2025
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-4.02K- 32.92% |
$426K - $491K
|
8.2K
$961K
|
|
|
May 14, 2025
Q1 2025
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
SELL
|
- |
-4.03K- 36.58% |
$427K - $492K
|
6.99K
$819K
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-4.28K- 6.4% |
$453K - $522K
|
62.5K
$7.32M
|
|
|
May 13, 2025
Q1 2025
|
River Road Asset Management, LLC
|
SELL
|
- |
-4.65K- 4.94% |
$493K - $568K
|
89.6K
$10.5M
|
|
|
May 14, 2025
Q1 2025
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
SELL
|
- |
-4.79K- 22.91% |
$507K - $584K
|
16.1K
$1.89M
|
|
|
May 15, 2025
Q1 2025
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-4.83K- 13.03% |
$511K - $589K
|
32.2K
$3.78M
|
|
|
May 14, 2025
Q1 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-4.95K- 43.25% |
$524K - $604K
|
6.49K
$761K
|
|
|
May 07, 2025
Q1 2025
|
Picton Mahoney Asset Management
Toronto, A6 |
SELL
|
- |
-4.99K- 99.8% |
$529K - $609K
|
10
$1.17K
|
|
|
Apr 21, 2025
Q1 2025
|
Janney Capital Management LLC
|
SELL
|
- |
-4.99K- 5.08% |
$529K - $609K
|
93.3K
$10.9M
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
SELL
|
- |
-5K- 4.71% |
$530K - $610K
|
101K
$11.8M
|
|
|
Apr 08, 2025
Q1 2025
|
Meyer Handelman CO
|
SELL
|
- |
-5.01K- 6.62% |
$530K - $610K
|
70.6K
$8.27M
|
|
|
Apr 23, 2025
Q1 2025
|
Corundum Group, Inc.
|
SELL
|
- |
-5.02K- 34.55% |
$531K - $612K
|
9.51K
$1.11M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-5.14K- 55.84% |
$544K - $627K
|
4.07K
$476K
|
|
|
May 12, 2025
Q1 2025
|
Forsta Ap Fonden
Stockholm, V7 |
SELL
|
- |
-5.2K- 2.07% |
$551K - $634K
|
246K
$28.9M
|
|
|
May 05, 2025
Q1 2025
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-5.27K- 27.6% |
$557K - $642K
|
13.8K
$1.62M
|
|
|
May 13, 2025
Q1 2025
|
State Of Tennessee, Treasury Department
Nashville, TN |
SELL
|
- |
-5.34K- 1.98% |
$566K - $652K
|
265K
$31.1M
|
|
|
May 08, 2025
Q1 2025
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-5.35K- 4.43% |
$566K - $652K
|
115K
$13.5M
|
|
|
May 14, 2025
Q1 2025
|
Eisler Capital Management Ltd.
London, X0 |
SELL
|
- |
-5.37K- 96.95% |
$569K - $655K
|
169
$19.8K
|
|
|
May 09, 2025
Q1 2025
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-5.49K- 13.2% |
$581K - $669K
|
36.1K
$4.23M
|
|
|
Apr 16, 2025
Q1 2025
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-5.5K- 4.69% |
$582K - $671K
|
112K
$13.1M
|
|
|
May 14, 2025
Q1 2025
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-5.54K- 48.86% |
$587K - $676K
|
5.8K
$679K
|
|
|
May 21, 2025
Q1 2025
|
Reliant Investment Partners, LLC
Pinehurst, NC |
SELL
|
- |
-5.58K- 7.89% |
$590K - $680K
|
65.1K
$7.63M
|
|
|
May 13, 2025
Q1 2025
|
Dean Investment Associates, LLC
Beavercreek, OH |
SELL
|
- |
-5.69K- 9.41% |
$602K - $694K
|
54.7K
$6.41M
|
|
|
May 12, 2025
Q1 2025
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-5.76K- 9.86% |
$610K - $703K
|
52.7K
$6.17M
|
|
|
May 13, 2025
Q1 2025
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-5.82K- 10.08% |
$616K - $710K
|
51.9K
$6.08M
|
|
|
Apr 29, 2025
Q1 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-5.87K- 33.11% |
$621K - $715K
|
11.9K
$1.39M
|
|
|
May 09, 2025
Q1 2025
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-6.1K- 16.62% |
$646K - $744K
|
30.6K
$3.59M
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-6.35K- 29.39% |
$672K - $774K
|
15.3K
$1.79M
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-6.4K- 20.54% |
$677K - $780K
|
24.7K
$2.9M
|
|
|
May 15, 2025
Q1 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-6.63K- 54.7% |
$702K - $808K
|
5.49K
$643K
|
|
|
May 05, 2025
Q1 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
SELL
|
- |
-6.76K- 1.86% |
$716K - $825K
|
358K
$41.9M
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-6.87K- 2.66% |
$728K - $838K
|
252K
$29.5M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-6.98K- 2.63% |
$739K - $852K
|
259K
$30.3M
|
|
|
May 14, 2025
Q1 2025
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-7K- 27.76% |
$741K - $854K
|
18.2K
$2.13M
|
|
|
Apr 17, 2025
Q1 2025
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
SELL
|
- |
-7.25K- 67.09% |
$767K - $884K
|
3.56K
$417K
|
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-7.35K- 18.47% |
$778K - $896K
|
32.4K
$3.8M
|
|
|
Apr 21, 2025
Q1 2025
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-7.74K- 5.4% |
$820K - $944K
|
136K
$15.9M
|
|
|
May 15, 2025
Q1 2025
|
Wasatch Advisors Inc
Salt Lake City, UT |
SELL
|
- |
-7.9K- 14.86% |
$836K - $964K
|
45.3K
$5.3M
|
|
|
May 15, 2025
Q1 2025
|
Holocene Advisors, LP
New York, NY |
SELL
|
- |
-8.12K- 27.09% |
$860K - $991K
|
21.9K
$2.56M
|
|
|
May 13, 2025
Q1 2025
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-8.22K- 1.92% |
$870K - $1M
|
421K
$49.3M
|
|
|
May 14, 2025
Q1 2025
|
Ossiam
Paris, I0 |
SELL
|
- |
-8.53K- 57.43% |
$903K - $1.04M
|
6.32K
$740K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-9.03K- 15.68% |
$955K - $1.1M
|
48.5K
$5.68M
|
|
|
May 14, 2025
Q1 2025
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-9.4K- 38.42% |
$995K - $1.15M
|
15.1K
$1.77M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-9.48K- 9.33% |
$1M - $1.16M
|
92.1K
$10.8M
|
|
|
May 13, 2025
Q1 2025
|
Oak Grove Capital LLC
North Hampton, NH |
SELL
|
- |
-9.75K- 10.86% |
$1.03M - $1.19M
|
80K
$9.37M
|
|
|
May 08, 2025
Q1 2025
|
Pro Share Advisors LLC
|
SELL
|
- |
-9.8K- 7.43% |
$1.04M - $1.2M
|
122K
$14.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Asio Capital, LLC
|
SELL
|
- |
-10.2K- 35.64% |
$1.08M - $1.24M
|
18.4K
$2.15M
|
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-10.2K- 64.07% |
$1.08M - $1.25M
|
5.74K
$672K
|